Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: wbmw who wrote (257495)	12/21/2008 3:38:55 PM
From: neolib	Read Replies (1) \| Respond to of 275872

But you didn't bother to link to a comparable ARM based Netbook that's $150 less, so I presume that such a thing only exists in your mind I think it is pretty clear that Atom/Windows currently rules the Netbook space, and for obvious reasons. The more interesting question is whether ARM systems might have a future there. You might instead ask why Atom does not have any design wins as significant as the iphone (which is ARM) in that mobile space with as good of user acceptance. It would appear that Atom largely is what it is because of ecosystem inertia. That can change. What I will find interesting is whether mobile PCs can morph (starting with Netbooks) into a new cool gadget with must have appeal, or whether they will be hamstrung by being "old" PC technology, while things like the iphone which have much more cool appeal, morph to have more capabilities. Not clear who wins. What is clear is that handsets sell in much larger volumes than mobile PCs, so in terms of evolving markets, I would bet on handsets coming to dominate. This likely means that the average cost of handsets rises, but it will stay below the current laptop/netbook range. I would guess ARM wins this in the long run, because they license their IP and Intel does not.